About Adani Energy Solutions Ltd

AESL, part of the Adani portfolio, is a multidimensional organization with presence in various facets of the energy domain, namely power transmission, distribution, smart metering, and cooling solutions. AESL is India's largest private transmission company. Key Points Business Segments 1) Power Distribution (55% in H1 FY25 vs 62% in FY22): The company has a power distribution network of 485 sq km, serving 12 Mn+ consumers in metropolitan Mumbai and the industrial hub of Mundra SEZ. It has applied for licenses in 3 new areas including Navi Mumbai and Kutch, near existing DISCOMs in Mumbai and Mundra SEZ, and western UP, spanning Ghaziabad to Jewar-Bulandshahr. Operational Metrics Distribution Loss: 4.85% in Q2 FY25 vs 5.29% in FY24 vs 6.55% in FY22 Total Units Sold (MU's): 2,843 in Q2 FY25 vs 9,916 in FY24 vs 7,972 in FY22 Supply Reliability: 99.99% 2) Power Transmission (35% in H1 FY25 vs 31% in FY22): The company operates a transmission portfolio of 29 projects across 14 states, and 12 additional projects under development, with a project pipeline of Rs. 27,300 Cr. Its total transmission network spans 23,269 circuit Kilometers (ckm), including 19,444 ckm in operation and approximately 3,825 ckm under construction. It manages a total transformation capacity of 70,686 MVA across operational and construction phases and aims to expand its transmission assets to 30,000 ckm by 2030. It operates at a high transmission system availability of 99.7% at the portfolio level. 3) Trading & Others (10% in H1 FY25 vs 7% in FY22): The company operates in power trading, cooling solutions, and smart meters. It is executing a pipeline of 22.8 Mn smart meters, capturing a 20% market share across 9 projects worth Rs. 27,195 Cr. It has secured CERC approval to transfer the inter-state energy trading license from Adani Enterprises, enabling it to serve commercial and industrial customers with power solutions.